data center

Dycom reports 34.4% revenue growth and record $9.5B backlog; Power Solutions acquisition positions company in data center sector with $6.85-7.15B fiscal 2027 guidance.

Digital Realty acquires Lisbon data center supporting 2.4 MW IT load, leveraging Portugal's Atlantic gateway position and subsea cable connectivity.

Nvidia's $68B Q4 revenue showcases AI dominance, yet flat year-to-date stock reflects investor concerns about growth sustainability and competitive pressure.

Broadcom stock surged 60% amid AI boom with 96% buy ratings from Wall Street, though it's pulled back 23% from peak. Earnings due March 4.

SanDisk stock surged 10% in February amid AI-driven memory shortages, gaining 1,000% over six months, though analysts doubt its sustainable competitive advantage.

Power Solutions International acquires MTL Manufacturing, a Wisconsin fabrication company, strengthening vertical integration and supply chain control in the data center equipment market.

Nvidia remains undervalued despite massive gains, supported by industry-leading margins, AI leadership, and aggressive $40.1B buyback program.

CoreWeave stock dropped 20% despite 110% revenue growth to $1.57B, as massive losses and weak guidance disappointed investors concerned about profitability path.

AMD's stock fell 17% despite record results, but its MI350/MI450 accelerators and 60% data center growth targets present upside potential as it challenges NVIDIA's GPU dominance.

Nvidia stock fell 5.5% despite strong earnings and revenue growth, as investors worry about AI spending sustainability and the company's elevated 38x earnings valuation.

Nvidia reports record $68B Q4 revenue, 73% YoY growth, driven by surging AI infrastructure demand from cloud providers investing heavily in data center hardware.

Shoals Technologies shares fell 7% despite beating revenue expectations, as investors reacted negatively to lower 2026 gross margin guidance of 30%-35%.

Nvidia reports record $68B revenue, up 73% YoY, driven by surging data center AI demand. Company guides $78B next quarter, projecting sustained AI infrastructure growth.

Signing Day Sports merges with BlockchAIn LLC to enter AI infrastructure market. Combined entity will leverage BlockchAIn's 40-megawatt data center, trading as AIB on NYSE American.

AMD secures multi-billion dollar deal with Meta for custom AI chips. Analyst sees 40% upside potential, validating AMD's AI strategy against Nvidia competition.

Tech companies plan $680B AI infrastructure spending in 2026, benefiting semiconductor suppliers like Broadcom and Micron through demand for specialized chips and high-bandwidth memory.

Three tech stocks—Broadcom, SanDisk, and Nebius—positioned for growth in AI infrastructure through semiconductors, storage, and data centers respectively.

Metavasi Capital invests $11.8M in TTM Technologies, betting on AI-driven semiconductor demand. Stock surged 249% annually but trades at elevated 64x earnings valuation.

Nvidia's AI business booms with 62% growth, but analysts expect moderating stock returns of 10-12% annually as competition and customer in-house chip development intensify.

Nvidia's stock surged 27,000% over a decade on massive AI infrastructure demand. Strong revenue growth projections and reasonable valuations position the semiconductor leader to capitalize on $3-4 trillion in global data center spending.